Why Raymond James Advisors Are Shunning Its Independent Channel
Raymond James Financial Services for years stood alongside Wells Fargo’s FiNet and Ameriprise’s franchisee channel
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T-12: $12.4M
Assets: $1.5B
Acquire
Laurel Oak
Marlton, NJ
Acquire
Josh Smith, Amber Andregg
T-12: $5M
Assets: $530M
Plano, TX
Acquire
Glen Mintz
T-12: $5.5M
Assets: $26B
Los Angeles, CA
Acquire
Cindy Brown, Daffan W. Nettle
T-12: $75M
Assets: $25B
Dallas,TX
Acquire
Michael Velasco Sr.
T-12: $13M
Assets: $2.6B
Columbia, SC
Acquire
Jay Page
T-12: $16M
Assets: $4.5B
Chicago, IL
Acquire
Charlie McKinney
T-12: $16.6M
Assets: $2.5B
Dallas, TX
The Gershman Group is a world-class boutique financial recruiting and consulting firm.
Who We Are
We are a boutique financial services consulting firm with a nationwide presence in most every metropolitan city in America. Founded by Wall Street legend Norman Gershman, who also spent 25 years as an advisor at Merrill Lynch, The Gershman Group counsels many of the nation’s top 100 Barron’s advisors and Forbes Top Advisors with average AUM of $1Billion or more. Under our current leadership, Roger Gershman has grown the firm to have now counseled well in excess $200 Billion of AUM.
As a former advisor at Hambrecht & Quist, UBS and Credit Suisse managing a $1B Book, Roger is very fluent in advisors’ language, who understands the issues and concerns of our broad industry. His thought leadership, featured in Forbes, Fortune, and Barron’s, can be found in our articles section. With over 150 years of combined experience, our collaborative team empowers advisors with education regarding the broad landscape, competitive platforms, offering legal and maximum economic transition advice.
We’re on call 24/7, ready to guide advisors through decisions and execution. Elevate your journey with The Gershman Group.
How We Work
The Process
1. We Listen
We Listen – about you, your practice, team and goals.
2. We Assess
We Assess – your current platform, positives and challenges.
3. We Educate
We Educate – the broad landscape and evaluate competitive platforms.
4. We Introduce
We Introduce – confidential meetings
5. We Negotiate
We Negotiate – top economic packages
6. We Close
We Close – transition, legal, and tax advice
Proof of Concept: NewEdge Lands Marquee $25-Million Team in New York City
Over the past decade, large regional firms like Raymond James have built their advisor ranks by promising wirehouse brokers and captive advisors greater freedom and flexibility
Wirehouses Unleash Wave of TROs in Retention Battle
Over the past decade, large regional firms like Raymond James have built their advisor ranks by promising wirehouse brokers and captive advisors greater freedom and flexibility
$1.2-Billion Team Flees Raymond James For Greater Opportunity
Over the past decade, large regional firms like Raymond James have built their advisor ranks by promising wirehouse brokers and captive advisors greater freedom and flexibility
Merchant The Quiet Force Behind the Industry’s Fastest Growing RIAs
It’s not one of the flashy roll-ups or consolidators that dominate headlines in industry trades, but Merchant Investment Management has quickly and quietly become one of the most exciting growth stories in wealth management.
Why are Wirehouses Increasing Comp Plans to Retain Advisors?
Three of the four wirehouses have rushed out their compensation plans early this year. Typically, firms don’t announce early unless you have good news, and for the most part, they wanted to…
Meet Our Team
With a wealth of experience in financial advising and asset management, Roger Gershman brings a unique advantage to the world of financial services recruiting.
Jenny has been an owner and in management for over 35 years in San Francisco. Her experience includes full management & operational duties
Jose has been an Executive Consultant since 2011 working with tier one advisors who have over $3M and assisting them to maximize their potential deal and earnings.
Let's Connect
Get in touch!
WE ARE HERE TO HELP